The Chemours Company Reports Third Quarter Results
Chemours reported Q3 2026 net sales of $1.54 billion, up 3% year-over-year, with GAAP net income of $196 million ($1.29 diluted EPS) and adjusted EPS of $0.21 versus $0.17 a year ago. Performance was two-sided: Titanium Technologies adjusted EBITDA more than tripled to $85 million on 10% pricing gains, and APM Performance Solutions grew 26% on data center and semiconductor demand, but TSS adjusted EBITDA fell 30% to $136 million on lower Opteon stationary AC aftermarket volumes.
Key figures
- Eps
- 1.29
- Revenue
- 1540000000
- Guidance
- FY2026 net sales ~+2% over 2025; Adjusted EBITDA $775M-$800M; Q4 Adjusted EBITDA $160M-$185M with net sales down 5-10% sequentially; capex $220M-$230M; FCF conversion above 15%; net leverage below 4.2x in 2026
- Revenue Yoy
- 3%
- Fcf
- 98000000
- Net debt
- 3200000000
- Gross debt
- 3900000000
- Adjusted eps
- 0.21
- Tt ebitda yoy
- +240%
- Tss ebitda yoy
- -30%
- Adjusted ebitda
- 200000000
- Net leverage ratio
- 4.3x
- Adjusted net income
- 31000000
- Operating cash flow
- 149000000
- Kuan yin sale proceeds
- $340 million
- Pfas insurance recovery
- 150000000
- Apm performance solutions yoy
- +26%
AI analysis
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